Stock Quotes in this Article: COP, GE, GSK, JNJ, KFT, KO, MTB, PG, SNY, UPS

For Warren Buffett's top dividend stocks in the fourth quarter, see the Top 10 Warren Buffett Dividend Stocks update.

NEW YORK (Stockpickr) -- At Stockpickr, we track the top 30 holdings of a variety of high-profile investors, such as George Soros and Carl Icahn. It should come as no surprise that the most popular of these portfolios is that of renowned investor Warren Buffett, CEO of Berkshire Hathaway (BRK.B), esteemed philanthropist and one of the richest people in the world.

Today we're taking a closer look at Buffett's 10 highest-yielding stocks, based on Berkshire Hathaway's most recent quarterly 13F filing with the SEC, which reflects holdings as of Sept. 30, 2010.

1. UPS (UPS) yields 2.6% and comprises 0.2% of Buffett's total portfolio. Other major holders include Tom Gayner at Markel Gayner Asset Management, at 2.8% of his total portfolio, and Arnold Van Den Berg at Century Management.

Dividend Profile: UPS recently increased its dividend to 47 cents a share, for a current yield of 2.6%, with a payout ratio of 60%.

Analyst Ratings: Of 25 analysts covering the stock, 18 rate it a buy, and seven rate it a hold. TheStreet Ratings has a "B" buy rating on UPS, earning it a spot on the top-rated freight services and logistics stocks list.

Earnings Estimates: Analysts expect UPS to earn $1.05 a share in the most-recent quarter, compared with year-ago earnings of 75 cents a share, and $3.52 a share for the full year, compared with $2.31 for the prior year.

Stock Ratios: UPS trades with a P/E ratio of 23.1, a price-to-sales of 1.5 and a price-to-book of 8.4.

More on UPS: JPMorgan selected UPS as one of its 13 favorite stocks for 2011, and according to Frank Byrt, it's one of three stocks attracting the interest of fund managers.


9. Buffett's No. 1 holding, at 24.1% of the total portfolio, is Coca-Cola (KO), which yields 2.8%. Other major holders include The Children's Investment Fund and David Winters at Wintergreen Advisors, 4.8% of whose portfolio is in Coke.

Dividend Profile: Coca-Cola pays a quarterly dividend of 44 cents a quarter, for a yield of 2.8%, with a payout ratio of 53%.

Analyst Ratings: Of 16 analysts covering the stock, 15 rate it a buy and one rates it a hold. TheStreet Ratings has an "A-" buy rating on Coke, earning it a spot on the top-rated beverage stocks list.

Earnings Estimates: Coca-Cola is expected to earn 72 cents a share in the most-recent quarter, up from 66 cents in the prior-year quarter, and $3.49 for the year, compared with $3.06 in the previous year.

Stock Ratios: Coke trades with a P/E ratio of 19.4, price-to-sales of 4.6 and price-to-book of 9.4.

More on Coca-Cola: Coke was one of the 10 top consumer stocks of 2010, according to Andrea Tse, and it's one of the 10 Dow stocks with the best three-year dividend growth

8. General Electric (GE) yields 3% and comprises 0.3% of Buffett's total portfolio. Other major holders
Fairholme Capital's Bruce Berkowitz, at 2.1% of the total portfolio, and Legg Mason's Bill Miller, who increased his position in the stock by 18.5% in the most-recent quarter.

Dividend Profile: GE recently increased its quarterly dividend to 14 cents a share, for a current yield of 3%, with a payout ratio of 40%.

Analyst Ratings: Of 16 analysts covering the stock, nine rate it a buy, and 7 rate it a hold.

Earnings Estimates: Analysts expect earnings of 32 cents a share in the most recent quarter, compared with 31 cents in the prior-year period, and $1.12 a share for the full year, compared with $1.16 for the previous year.

Stock Ratios: General Electric has a P/E ratio of 18, price-to-sales of 1.3 and price-to-book of 1.7.

More on General Electric: GE is another member of the top-yiedling Dogs of the Dow for 2011. Jon C. Ogg of 24.7 Wall St. named it one of Buffett's 10 best investments for the new year.

7. Procter & Gamble (PG) yields 3% and comprises 9.5% of Buffett's total portfolio, his fourth-largest holding.

Dividend Profile: Procter & Gamble's total yearly dividend of 48.25 cents makes for a 3% yield, with a 45% payout ratio.

Analyst Ratings: Of 24 analysts covering the stock, 16 rate it a strong buy, two rate it a moderate buy, and six rate it a hold. TheStreet Ratings has an "A-" buy rating on Procter, earning it a spot on the
top-rated household products stocks.

Earnings Estimates: Analysts are looking for per-share earnings of $1.10 for the most-recent quarter, in line with the prior year's quarterly earnings, and $3.99 for the full year, up from $3.67 in the prior year.

Stock Ratios: Procter has a P/E ratio of 16, price-to-sales of 2.3 and price-to-book of 3.

More on Procter & Gamble: Credit Suisse selected Procter as one of the 18 best stocks for 2011, and Jake Lynch recently identified it as one of several Dow stocks that could boost their dividends.

6. M&T Bank (MTB), which yields 3.2%, is Buffett's 13th-largest holding at 0.9% of the total portfolio. The Bill and Melinda Gates Foundation Trust also owns shares of M&T Bank, comprising 0.4% of the total portfolio.

Dividend Profile: M&T Bank pays a quarterly dividend of 70 cents a share, for a yield of 3.2%, with a payout ratio of 54%.

Analyst Ratings: Out of 20 analysts covering the stock, five rate it a buy, and 15 rated it a hold. TheStreet Ratings rates M&T a "B" buy.

Earnings Estimates: Analysts expect M&T Bank to earn $1.45 a share in the most-recent quarter, compared with $1.08 in the year-ago quarter, and $5.57 a share for the full year, compared with $3.11 in the prior year.

Stock Ratios: M&T has a P/E ratio of 17, a price-to-sales of 2.7 and a price-to-book of 1.4.

5. Conoco-Phillips (COP), which yields 3.2%, comprises 3.4% of Buffett's total portfolio. Tweedy Browne also owns shares of Conoco, at 5.2% of the total portfolio, and the stock comprises 4.7% of Donald Yacktman's portfolio at Yacktman Asset Management.

Dividend Profile: Conoco's 3.2% yield derives from a quarterly dividend payout of 55 cents a share, with a payout ratio of 30%.

Analyst Ratings: Of 20 analysts covering the stock, 11 rate it a buy, seven rate it a hold, and two rate it a sell. TheStreet Ratings has a "B" buy rating on Conoco, earning it a spot on the top-rated oil and gas stocks list.

Earnings Estimates: Analysts estimate per-share earnings of $1.31 for the most-recent quarter, up from $1.16 in the year-ago period, and $5.95 for the full year, compared with $3.58 in the prior year.

Stock Ratios: Conoco-Phillips has a P/E ratio of 9.8, a price-to-sales of 0.6 and a price-to-book of 1.5.

4. Sanofi-Aventis (SNY), which yields 3.3%, comprises 0.3% of Buffett's total portfolio. Other major holders of Sanofi include NWQ Investment Management, at 2.5% of its total portfolio, and Charles Brandes at Brandes Investment Partners.

Dividend Profile: Sanofi's 3.3% yield derives from an annual dividend payout of $1.10, with a payout ratio of 47%.

Analyst Ratings: Of seven analysts covering the stock, two rate it a strong buy, one a moderate buy and four a hold. TheStreet Ratings has a "B" buy rating on Sanofi.

Earnings Estimates: Analyst expectations are for Sanofi-Aventis to earn 91 cents a share in the most-recent quarter, compared with earnings or 94 cents a share a year ago. Full-year estimates are for $4.65 a share, compared with $4.45 in the pervious year.

Stock Ratios: Sanofi has a P/E ratio of 14.4, price-to-sales of 2.7 and price-to-book of 1.4.

More on GlaxoSmith Kline: Scott Rothbort included Sanofi in his portfolio of stocks poised to benefit from cold and flu season.

3. Johnson & Johnson (JNJ) makes up 5.4% of Buffett's total portfolio as of the most recent period, and the stock yields 3.5%. David Tepper's Appaloosa Management also owns shares of Johnson & Johnson, as does Ken Fisher at Fisher Asset Management.

Dividend Profile: J&J's 3.5% yield derives from a quarterly dividend payout of 54 cents a share, with a payout ratio of 42%. According to Jake Lynch, Johnson & Johnson is one of 10 Dow stocks likely to increase their dividends, as well as one of the Dow stocks with the best three-year dividend growth.

Analyst Ratings: Of 23 analysts covering J&J, 10 rate it a strong buy, 3 a moderate buy and 10 a hold. TheStreet Ratings has a "B" buy rating on the stock.

Earnings Estimates: Quarterly earnings estimates for J&J are for $1.03 a share, up from $1.02 in the prior-year quarter. For the full year, analysts expect earnings of $4.75 a share, compared with $4.63 last year.

Stock Ratios: J&J trades with a P/E ratio of 12.8, a price-to-sales of 2.8 and a price-to-book of 3.

More on Johnson & Johnson: In a survey of various fund managers, J&J was one of their favorite dividend stocks for playing defense in 2011. RealMoney's John Reese included the stock in his trio of scrumptious dividend plays.

2. With a dividend yield of 3.7%, Kraft (KFT) is the second-highest-yielding stock in Buffett's portfolio. In the most recent period, Kraft was the portfolio's fifth-largest holding, comprising 6.7%.

Other major holders of Kraft include
Pershing Square's Bill Ackman -- the stock comprises 21.1% of his total portfolio -- and Karen Finerman, who decreased her position by 34.6% in the most recent quarter.

Dividend Profile: Kraft's 3.7% yield derives from a quarterly dividend payment of 29 cents, with a payout ratio of 45%.

Analyst Ratings: Of 18 analysts covering the stock, 10 rate the strong a strong buy, three rate it a moderate buy, and five rate it a hold. TheStreet Ratings has a "B" buy rating on Kraft.

Earnings Estimates: Analysts expect Kraft to earn 46 cents a share for the quarter ending Dec. 10, in line with its earnings in the prior-year quarter. Full-year estimates are for $2.03 a share, up a penny from the previous year.

Stock Ratios: Kraft boasts a P/E ratio of 12.2, price-to-sales of 1.2 and price-to-book of 1.6.

More on Kraft: Jon C. Ogg of 24/7 Wall St. considers Kraft one of Buffett's 10 best investments for 2011, and it's one of JPMorgan's 13 favorite stocks for the year. Kraft is a member of this year's Dogs of the Dow, a list of the 10 highest-yielding Dow stocks.

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1. Buffett's highest-yielder is pharmaceutical company GlaxoSmithKline (GSK), which yields 5.2%. The stock makes up 0.1% of Buffett's total portfolio.

Dividend Profile: GlaxoSmithKline's 5.2% yield derives from a quarterly dividend payment of 50.75 cents, with a payout ratio of 81%.

Analyst Ratings: GlaxoSmithKline received an analyst upgrade this week from Jefferies from hold to buy due to company stock buybacks and earnings momentum into 2011. Of 12 analysts covering the stock, four rate it a strong buy, and eight rate it a hold. TheStreet Ratings rates the stock a "B" buy.

Earnings Estimates: Analysts expect GlaxoSmith Kline to earn 88 cents per share in the quarter ended Dec. 10, compared with $1.14 in the year-ago quarter, and $2.90 per share for the full year, compared with $3.75 for the previous year.

Stock Ratios: GlaxoSmithKline currently trades with a price-to-earnings ratio of 15.9, a price-to-sales of 2.2 and a price-to-book of 6.6.

More on GlaxoSmith Kline: WallStreetNewsNetwork recently included the stock in a list of seven Buffett stocks yielding more than 3%.

For Warren Buffett's top 30 holdings, visit the Warren Buffett portfolio at Stockpickr.

-- Written by Rebecca Corvino in New York.

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